Richardson Financial Services Inc. Columbia Tax-Exempt A Transaction History

Richardson Financial Services Inc.

  • $149 Billion
  • Q2 2025
Number of Shares
6,761
Previous 6,697 0.96%
Holding current value
$76.8 Million
Previous $78.1 Million 1.64%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
N/A
64 Added 0.96%
6,761 $76.8 Million
Q1 2025

May 06, 2025
BUY
N/A
60 Added 0.9%
6,697 $78.1 Million
Q4 2024

Jan 24, 2025
SELL
N/A
-6,458 Reduced 49.32%
6,637 $78.7 Million
Q3 2024

Oct 24, 2024
BUY
N/A
6,578 Added 100.94%
13,095 $157 Million
Q2 2024

Aug 12, 2024
BUY
N/A
62 Added 0.96%
6,517 $77.3 Million
Q1 2024

May 03, 2024
BUY
N/A
6,455 New
6,455 $76.4 Million
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